Yasho Industries Ltd — Q2FY27 earnings call summary

Filed 03 November 2026 · Official transcript

EBITDA margin target maintained above 20%; cautious on pricing due to export market competition
Volume growth 62% y-y, 7% q-q; capacity utilization 66% in Q2 FY27
INR250 Cr capex underway for two new buildings at Pakhajan; commercialization by Q4 FY28/Q1 FY29
Freight and gas cost increased in Q2; cost pass-through expected from current quarter
Debt-to-EBITDA improved to 2.09x in H1 FY27; ROE 27.3%, ROCE 18.4%
Export revenue ~70%; new supply agreement to start contributing from FY28
Utilization expected to rise to ~75-80% in H2 FY27; Phase 1 utilization ~75% in FY28, Phase 2 50-60% in FY29
Q2FY27 revenue INR347.92 Cr (+89.5% y-y); EBITDA INR72.92 Cr (+118.2% y-y); PAT INR33.68 Cr